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RIAs by state · SEC data as of October 1, 2026

RIAs in Hawaii

The SEC-registered investment advisers based in Hawaii, what they manage, and the largest independent wealth managers.

Hawaii is home to 12 wealth-focused RIAs managing $4.2B, 46th of 51 states and DC. The largest is Cadinha & Co LLC in Honolulu, with $1.1B.

Wealth-focused RIAs
12
46th of 51
Their assets
$4.2B
48th of 51
$1B+ firms
1
Median $244M
All SEC RIAs
19
143 employees

Largest independent wealth managers in Hawaii

Largest independent wealth managers headquartered in Hawaii
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Cadinha & Co LLCSEC recordHonolulu$1.1B60619
2The Rice Partnership, LLCSEC recordHonolulu$985M41111
3Financial Planning Hawaii, Inc.SEC recordHonolulu$382M2415
4Regency Capital Management Inc.SEC recordHonolulu$364M1165
5YIM Investment Management, LLCSEC recordHonolulu$308M5237
6Andrews Advisory Associates, LLCSEC recordHonolulu$269M2454
7Robert Priske, LLCSEC recordHonolulu$220M1442
8Kahala Financial Advisors, LLCSEC recordHonolulu$203M1622
9ACP Investment ManagementSEC recordKailua-Kona$132M1524
10Shiraishi Financial Group AdvisorsSEC recordHonolulu$110M4585
11Wealthjar Investment Advisory, LLCSEC recordHonolulu$6M4611

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Hawaii?

19 SEC-registered investment advisers have their main office in Hawaii, and 12 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Hawaii 46th of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Hawaii?

Cadinha & Co LLC, based in Honolulu, is the largest independent wealth manager headquartered in Hawaii, with $1.1B in regulatory assets under management and 606 individual clients on its latest Form ADV.

How much do Hawaii RIAs manage?

Wealth-focused RIAs based in Hawaii report $4.2B in regulatory assets under management, 48th among the states. 1 of them manage $1 billion or more; the median manages $244M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

Other states